10 |
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Good, interesting new economy portfolio and breakdown of largest and smallest cap stocks of SP 500
8.0 |
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difficult for me to follow because I need to reintroduce myself to these concepts
9.0 |
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great, good review. Just many complex strategies
9.0 |
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good info, he talked very rapidly
10 |
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Great Tool, explanation of all his 60 year rolling periods. The idea that you could help clients feel more comfortable about not running out of money
9.0 |
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The presenter was great, the details and the "unknown guidance yet to come" created hesitation to move on any strategies
10 |
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Good, I liked the debt to GDP slide, unsure what it all means as Fritz said
10 |
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Glad I follow his monthly information since forecasts can change quicklly
10 |
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As usual, timely and up to date answers to the current concerns of the economy, for example, Coronavirus and deficit
5.0 |
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I enjoy when Fritz finds an article written by an "expert" whose information is ludicrous
5.0 |
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Newer Material at end was interesting, deficit
5.0 |
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Enjoyed the correlations especially the ranges
5.0 |
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Helpful information about trade war/tariffs
5.0 |
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Always like Fritz's charts and articles
5.0 |
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Always grounded in current data and good historical references
5.0 |
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Graphs and Visuals really help
5.0 |
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The Graphs and newspaper clip discussions are informative
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.